AssetMark Inc
OBE icon

AssetMark Inc’s Obsidian Energy OBE Stock Holding History

AssetMark Inc’s Portfolio OBE Stock Details OBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.68K Hold
357
– – ﹤0.01% 2853
2026
Q2 		$2.9K Hold
357
– – ﹤0.01% 2863
2026
Q1 		$3.38K Buy
+357
New +$2.73K ﹤0.01% 2702
2017
Q4 		– Sell
-237
Closed -$2K – 2048
2017
Q3 		$2K Buy
237
+126
+114% +$933 ﹤0.01% 1283
2017
Q2 		$1K Buy
+111
New +$987 ﹤0.01% 1319

Other funds holding OBE

Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Quad-Cities Investment Group
Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CGC Financial Services
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
City State Bank
City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return
Princeton Global Asset Management
Princeton Global Asset Management Princeton, New Jersey $692M AUM 20.31% 1-Year Est. Return

AssetMark Inc's OBE Position: Q3 2026 in Review

AssetMark Inc held its Obsidian Energy (OBE) position steady in Q3 2026 at 357 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #2853.

AssetMark Inc first reported a position in OBE in Q2 2017 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold OBE as of Q3 2026.

  • AssetMark Inc held 357 shares of Obsidian Energy worth $3.68K as of Q3 2026.
  • AssetMark Inc left its Obsidian Energy share count unchanged in Q3 2026.
  • Obsidian Energy made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2853 holding.
  • AssetMark Inc first reported a position in Obsidian Energy in Q2 2017 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held Obsidian Energy as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.